● 本报记者 王婧涵 分区域看，目前深圳、成都、南昌等城市已形成低空产业集聚态势，在无人机物流、载人出行、低空旅 游等领域培育出多个新业态。随着低空空域管理改革深化和基础设施完善，低空经济将成为推动区域协 调发展和产业升级的重要支撑。 以低空物流场景为例，2024年我国新开低空物流航线超140条，即时配送行业订单量达480亿单。据行业 预测，到2035年我国无人机物流产值有望突破万亿元，未来年均增长率将保持在20%左右。 工信部副部长辛国斌在会上表示，当前全球航空产业格局正经历深刻变化，新能源、新一代信息技术等 加速与航空技术融合，带来新机遇、新挑战。对此，应深化航空产业集聚化发展，以重点型号研究为牵 引，培育一批专精特新企业，打造专业化航空装备研制基地，强化区域协同，提升供应链配套能力和数 字化生产水平，建设好大飞机等国家先进制造业集群，营造开放共赢的产业生态。 作为国家战略性新兴产业，低空经济近年来实现跨越式发展。11月21日至23日，2025中国（江西）航空 产业大会在景德镇举办，中国证券报记者从会上获悉，预计2025年我国低空经济市场规模将达到1.5万 亿元，2030年有望突破2万亿元，产业发展呈现强 ...

Group 1 - The "2025 Low Altitude Economy Investment and Development Conference" will be held on November 21, focusing on the Guangdong-Hong Kong-Macao Greater Bay Area and its advantages in innovation resources, industrial chains, and active financial capital [1] - The low altitude economy in China reached a scale of 505.95 billion yuan in 2023, with a growth rate of 33.8%, and is projected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] - Guangdong is a leading region in low altitude economy development, with over 2,000 low altitude aircraft manufacturing companies and more than 15,000 related enterprises, accounting for over 30% of the national low altitude economy industry chain [2] Group 2 - The conference will feature a roundtable discussion on the challenges and pathways for the integration of low altitude industries and financial capital, focusing on three core issues: the "light asset, high risk" nature of low altitude industries, local government strategies to leverage social capital, and commercialization points for drone logistics and urban air traffic [3] - The event will also include a specialized roadshow for high-growth innovative companies in the low altitude economy, aiming to connect projects with capital efficiently, with participation from around 20 well-known investment institutions [4] - The low altitude economy is recognized as a strategic emerging industry that requires comprehensive financial support and deep collaboration among various market entities to accelerate its commercialization and scaling [4]

Core Viewpoint - The "14th Five-Year Plan" is entering a critical policy window, with increased market attention on its implications for capital markets and industry development [2][11]. Group 1: Historical Positioning of the "14th Five-Year Plan" - The "14th Five-Year Plan" is a key phase for achieving the 2035 long-term goals, bridging the previous and upcoming plans [3][12]. - It is also crucial for completing the reform tasks set by the 20th Central Committee by 2029, with over 300 important reform measures proposed [3][12]. Group 2: Important Directions for Capital Markets During the "14th Five-Year Plan" - Key areas of focus include digital technology (AI, 6G, quantum technology), space economy (low-altitude economy, commercial aerospace, deep-sea technology), high-end manufacturing (embodied intelligence, aerospace technology, solid-state batteries), domestic consumption (new consumption, quality upgrades), and healthcare (innovative drugs, high-end medical devices) [4][9]. Group 3: Capital Market Performance Characteristics During Previous Five-Year Plans - Historical data shows that A-share indices have generally risen during five-year plans, with the Shanghai Composite Index showing varied performance: -44.0%, +141.9%, +26.0%, -1.9%, and +13.3% across different plans [5]. - The "14th Five-Year Plan" period has seen a steady increase in A-share resilience and risk resistance, with a market capitalization exceeding 100 trillion yuan [5]. Group 4: Market Outlook for the "14th Five-Year Plan" - The "14th Five-Year Plan" is expected to create opportunities in the context of global monetary system restructuring, AI trends, and China's manufacturing advantages [8][9]. - The capital market is anticipated to exhibit a "long-term" and "steady" trend, supported by government emphasis on capital market development and favorable macroeconomic conditions [9]. Group 5: Industry-Specific Insights - **Digital Technology**: The AI industry is expected to accelerate, with significant advancements in AI applications and quantum technology development [18][19]. - **Space Economy**: The commercial aerospace sector, particularly satellite internet, is poised for growth, supported by government policies and technological advancements [19][20]. - **High-End Manufacturing**: The sector is expected to benefit from technological innovations and policy support, with a focus on embodied intelligence and solid-state batteries [21][24]. - **Domestic Consumption**: New consumption trends are emerging, with a shift towards personalized and quality-driven consumption patterns [25][26]. - **Healthcare**: The innovative drug and high-end medical device sectors are projected to grow significantly, driven by supportive policies and market demand [28][29].

Core Insights - The low-altitude economy is rapidly emerging as a trillion-level industry driven by policy guidance and technological advancements [1] - Shandong Mobile is actively participating in low-altitude planning and infrastructure development, leveraging 5G-A technology to enhance research and applications in the low-altitude economy [1][16] Low-altitude Management and Safety - Shandong Mobile has introduced a "5G-A + Airspace Intelligent Management" service system to address the challenges of managing low-altitude airspace, significantly improving response times from minutes to seconds [1][2] - The deployment of 5G-A base stations in Qingdao supports the regulation of low-altitude activities, enabling precise tracking of drones and enhancing urban management capabilities [2] Low-altitude Logistics - Low-altitude logistics is transforming the logistics industry by offering flexibility and efficiency, significantly reducing transportation times compared to traditional methods [4] - In Linyi, drones are being utilized for package delivery, demonstrating the shift towards intelligent logistics solutions [6] - A successful trial of drone delivery for medical supplies in Jining has shown a 25-minute reduction in delivery time compared to ground transport, enhancing emergency response capabilities [8] Intelligent Inspection and Maintenance - Shandong Mobile is pioneering the use of drones for infrastructure inspection, such as the G516 Victory Yellow River Bridge, achieving a 60% increase in inspection efficiency and a 5% reduction in missed detections [11] - The S309 Tian Gao Line project utilizes AI algorithms for rapid identification of road issues, reducing inspection time from one day to under two hours [13] Smart Agriculture - The low-altitude economy is revolutionizing traditional agricultural practices, improving efficiency and reducing costs through the use of drones for tasks like crop monitoring and pesticide application [15] - A comprehensive monitoring system integrating drones and satellite technology has been developed to enhance agricultural management and disaster response [15][16] Conclusion - Shandong Mobile is leveraging 5G-A technology to activate new dynamics in the low-altitude economy, contributing to high-quality development in Shandong Province [16]

Core Viewpoint - Changchun is actively promoting the integration of aviation culture and urban development through the establishment of the Changchun International Aviation Expo City, aiming to seize the high ground of the low-altitude economy [3][4]. Group 1: Project Overview - The Changchun International Aviation Expo City (referred to as "Aviation Expo City") is designed as a new urban space that integrates exhibition, experience, science popularization, and cultural tourism [3]. - The city is a significant aviation industry base in China and is closely linked to the People's Air Force, with a rich historical background [3]. Group 2: Economic Development - The project is expected to drive infrastructure upgrades, industrial clustering, and population inflow, addressing urban functional shortcomings and forming a new growth pattern in the western region of Changchun [3][4]. - A low-altitude economic industrial park is being planned within the Aviation Expo City to gather resources and ensure Changchun remains competitive in emerging sectors such as drone logistics and aerial tourism [4]. Group 3: Community Engagement - The Aviation Expo City is envisioned as a shared open space for the public, where citizens can enjoy parks, exhibitions, and aviation culture, as well as participate in themed educational activities and leisure events [4]. - The project aims to become a new growth pole in western Changchun, integrating aviation cultural tourism and distinctive industries, thereby enhancing the quality of life for residents [4].

Core Insights - The article highlights the emerging trends in higher education, particularly the rapid expansion of new academic programs in response to technological advancements and economic demands [2][4]. Group 1: New Academic Programs - In 2023, nearly 800 universities added over 1,800 new programs, focusing on cutting-edge technology fields such as "low-altitude economy" and "low-altitude technology and engineering" [2]. - The rise of niche fields like "companion animal" studies reflects the growing pet economy, while "ice and snow dance performance" indicates the booming ice and snow economy [4]. Group 2: Traditional and Interdisciplinary Fields - Traditional engineering disciplines such as electrical engineering, automation, and mechanical design are regaining popularity due to the transition to renewable energy and advanced manufacturing [5]. - Interdisciplinary programs combining education with artificial intelligence and arts with technology are on the rise, aiming to cultivate versatile professionals capable of adapting to future changes [5]. Group 3: Regional Trends and Industry Alignment - The addition of digital economy and big data programs in the Beijing-Tianjin-Hebei region aligns with the presence of over 80,000 digital economy enterprises in Beijing [6]. - In Anhui, five universities introduced smart vehicle engineering programs to support the automotive industry's growth, while Hubei leads the nation in new smart construction programs to meet urban development needs [6].

Core Insights - The Chinese government has officially included "low-altitude economy" in its national strategy, aiming to develop it as a new engine for economic growth, with low-altitude logistics as a key application area [1] - The low-altitude logistics sector is experiencing explosive growth, with over 140 new low-altitude logistics routes opened in 2024, primarily focused on urban last-mile delivery [1][2] - Local governments are actively promoting low-altitude logistics development through various initiatives, including infrastructure improvements and favorable policies to attract industry players [2][3] Industry Growth and Trends - The traditional ground transportation system is nearing its capacity limits, while low-altitude resource utilization is below 10%, creating a demand for innovative logistics solutions [1] - New business models such as instant retail and fresh e-commerce are driving the need for minute-level delivery services, highlighting the tactical value of drone logistics in emergency response and remote area supply [1] - The "air corridor + ground grid" delivery model has effectively alleviated urban traffic congestion and improved last-mile delivery efficiency by over 30% [1] Government Initiatives - Guangdong Province has established a "node + route + platform" system, creating five drone logistics hubs and opening intercity transport routes in the Pearl River Delta [2] - Shenzhen has introduced the country's first "Low Altitude Economy Industry Promotion Regulations," streamlining route approval processes by reducing approval times by 70% [2] - Local governments are also collaborating with universities and research institutions to provide technical support and talent for the low-altitude logistics industry [3] Key Players and Market Dynamics - Major companies in the low-altitude logistics sector include SF Express, JD.com, and Meituan, which are expanding their operations and enhancing logistics efficiency through technological innovations [21][22] - SF Express has emerged as a leading player in the low-altitude logistics industry, having opened over 600 routes and transported more than 620 million items as of 2024 [10][11] - The company has developed a comprehensive qualification barrier covering research, airworthiness, and operations, ensuring compliance and operational efficiency [8][10] Application Areas - Low-altitude logistics is being applied in various fields, including express delivery, agricultural product transportation, and medical supply delivery, becoming an important direction for the logistics industry [14][17] - The use of drones for urgent medical supply delivery in remote areas demonstrates the potential of low-altitude logistics to enhance service efficiency and response times [18] Future Outlook - The low-altitude logistics industry is expected to continue evolving, with companies focusing on technological upgrades, such as battery life improvements and AI applications, to meet complex logistical demands [21][22] - The establishment of integrated logistics centers, such as the Fengyi Baoan Low-altitude Smart Logistics Operation Center, marks a significant step towards a coordinated logistics network combining traditional and low-altitude delivery methods [12][13]

Core Viewpoint - The 2025 Hunan (International) General Aviation and Low Altitude Economy Industry Expo aims to enhance industrial cooperation between Hunan and Guangdong, attracting high-quality resources from the Guangdong-Hong Kong-Macao Greater Bay Area to promote high-quality industrial development [1][2]. Group 1: Event Overview - The event is organized by the 2025 Hunan Low Altitude Expo Organizing Committee, with support from various local government bodies, focusing on low altitude economic development [1]. - Hunan is the first province in China to implement comprehensive low altitude airspace management reforms, achieving significant results in policy support, infrastructure, industry cultivation, and application scenarios [1]. Group 2: Industry Development - Hunan aims to build a low altitude economic ecosystem integrating "R&D, manufacturing, operation, and finance," with an expected industry scale exceeding 50 billion yuan by 2024 [1]. - The expo has successfully held three sessions, attracting over 1,000 participating companies and facilitating nearly 100 project signings [1]. Group 3: Expo Features - The current expo emphasizes four characteristics: diversification, multidimensionality, multi-level, and multi-scenario, covering the entire industry chain from high-end equipment manufacturing to emergency rescue [2]. - The event will feature interactive scenarios such as a low altitude science experience hall and an aviation market, with an expected attendance of 100,000 visitors [2]. Group 4: Partnerships and Collaborations - Various associations, including the China Aircraft Owners and Pilots Association and the Guangdong-Hong Kong-Macao Greater Bay Area Low Altitude Economy Drone Association, signed cooperation agreements to enhance guest invitations, investment attraction, and industry connections [2]. - Following the event, representatives from Hunan and Guangdong enterprises reached preliminary cooperation intentions in areas such as drone logistics, low altitude tourism, and aviation manufacturing [2].

Group 1 - The event "Unicorn Enterprises Longgang Tour" aims to integrate unicorn companies with the regional industrial ecosystem, injecting new momentum into future industrial innovation in the Guangdong-Hong Kong-Macao Greater Bay Area [1][7] - The event focuses on national strategic emerging industries and showcases core industrial resources in Longgang District, including visits to the first "Robot Street" and the low-altitude economy exhibition area [3] - Longgang District has established a "demand direct access" mechanism with three lists: a demand list from nearly 20 unicorn companies, a government resource list explaining various policies, and a scene opportunity list detailing low-altitude economy routes and smart vehicle projects [5] Group 2 - The "Unicorn Enterprises Longgang Tour" serves as a high-quality platform for investment attraction and business establishment, reflecting the district's commitment to creating a favorable business environment [7] - Longgang District is implementing a full-process tracking service for companies that reach an agreement, relying on a unicorn enterprise service alliance to build a long-term cooperation ecosystem [5] - The event highlights the integration of artificial intelligence in daily life and work, promoting innovative applications such as drone logistics and aerial transportation [3][8]

Core Insights - The 2025 Town Economic Innovation Development Forum was held in Beijing, where the "2025 Top 500 Town Economies and Top 100 in Central China" report was released, highlighting Huanghua Town in Changsha County, Hunan Province, as the top town in Central China [1] Group 1: Economic Performance - Huanghua Town has achieved a "three consecutive jumps" in comprehensive strength over the past three years, recognized as "the first town in Central China" [7] - The town benefits from a "five-zone superposition" advantage, including various economic and trade zones, contributing to its high-quality development [9] Group 2: Infrastructure and Investment - Huanghua Town is focusing on low-altitude economy industries, including drone logistics and aviation training, to boost its airport construction [9] - Major projects such as airport expansion and logistics hubs from companies like YTO Express and SF Express have been established, with project volumes exceeding 100 billion [9] Group 3: Social Development - Huanghua Town is enhancing the quality of life by integrating traditional rural charm with modern development, creating high-quality community living environments [11] - Initiatives like the "15-minute high-quality community life circle" aim to ensure residents can meet basic needs within a short walking distance [11] Group 4: Future Goals - Huanghua Town aims to become a "modern air industry new city," focusing on innovation and high-quality development to contribute to the broader goals of Chinese modernization [12]